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REALTA INVESTMENT ADVISORS, INC
WILMINGTON, DE
888-657-5200
SEC #801-68000Total AUM
$385.4M
Employees
61Clients
1,237Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1201 N. ORANGE STREET
SUITE 729
WILMINGTON
DE 19801
United States
SUITE 729
WILMINGTON
DE 19801
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
888-657-5200
Other Offices
28
Financials
Total AUM
$385.4M
Accounts
1,231Discretionary
$237.5M
Accounts
704Non-Discretionary
$147.9M
Accounts
527
Clients
Individual Clients
835AUM
$175.9M
HNW Individual Clients
378AUM
$202.5M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
11AUM
$6.4M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
7AUM
$608.9K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.